cancel
Showing results for 
Search instead for 
Did you mean: 
kwhite
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

 
Solved
Best answer October 15, 2018

Best Answers
lyndaartesani
Level 6

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

View solution in original post

17 Comments 17
lyndaartesani
Level 6

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

This may be my next blog post as I am not seeing it happening automatically like it should be.  Click gear, acct settimgs, payments, go to merchant services and run a deposit report to see who paid in that deposit.  Then-go to + bank deposit to group them.  They are listed under the Qb payments arrow.

jeremyoz
Level 2

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Hi - is there a way to change the details sent to the bank so the customer information is on the transaction detail? I get “INTUIT PYMT SOLN DEPOSIT XXXX CC ID: XXXX” for every transaction and the numbers “XXXX” doesn’t change.

 

I can have up to 10 customers paying the same amount each month and I need to log into Merchant Services to see who that may have been around that date and guess (the Merchant Services doesn’t record the date the bank accepts the deposit and only has a funded activity a few days before).

 

Ideally, I’d like to be able to setup a rule so it will recognize all transactions associated with a customer so I don’t need to investigate each time to match to the correct Customer/invoice/payment.

 

If not, is there somewhere I can submit a product enhancement request? Thanks!

HoneyLynn_G
QuickBooks Team

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Thanks for joining this conversation, @jeremyoz.

 

By default, the transaction details are censored for your account's privacy. We don't have the option to change it for now. But I get your point and its useful effects, and I'm sending your feedback to our developers. These suggestions help us determine improvements needed to make the product more convenient.

 

I recommend you to visit our Blog site(https://quickbooks.intuit.com/blog/) for the latest updates and additional references while working with QuickBooks.

 

Please update me in the comment section if you have follow-up questions. I'm still here to help you more.

John O
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

This is turning out to be a pain for me because I now have an issue where I have to call up clients asking for proof of payment. It doesn't look professional. 

Linda2453
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Thank you so much for your help! 

pturbo
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Hello everyone, 

I cannot see this result that you are describing. I click on Settings but I cannot find "Payments" and Merchant Services" at all. On line or mobile. This is annoying. Maybe someone at QB can assist me. 

 

Charles 

Joshua R
QuickBooks Team

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Hey there, @pturbo 

 

To access the merchant services portal follow the steps below: 

 

1. Choose Gear Icon in the top right. 

2. Select Account and Settings

3. Now choose Payments from the left. 

4. If you have a merchant account connected, you'll see the option to open up the merchant center. 

 

Here's a direct link for the Merchant Service Center.

 

That's all there is to it. If you have any other questions or concerns, please feel free to reach out.

ahsu14
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

This is a huge pain for us as well. We are looking into switching platforms because of this.

rilliam
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

2+ years and this problem still exists! Awesome job intuit! Keep raking in the profits, price gouging and providing minimal support to your customers.

 

Its been a nice (hellish) ride for several years but after being told today there are no refunds or any kind compensation for the dozens of hours lost due to this bug (cough "security feature"), I am done!

 

Good bye QBO! - Hello Invoice Ninja!

Goodbye Indian Standard Time chat support!

nina-mantusancho
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Thank you! Your comment really helps me a lot!

brandturner56
Level 2

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

2 years later and nothing has been done.  still getting ach deposits with no ID!  WTF?!  horrible design.  you;; never get another dime from me quickbooks.

tlrod
Level 2

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

I have tried these steps several times and I still do not see the detail of the deposits.  Do I need to be signed into the client account directly instead of through my accountant platform?

JenoP
Moderator

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

We'd want to make sure that you're able to see the details of the deposit, tlrod.

 

To do that, you will need to log in to the merchant account of the client to see who paid and other information relates to the deposit. I'd be glad to show you how: 

 

  1. Go to Settings or Gear icon ⚙ and then Account and settings
  2. Proceed to the Payments tab, then select Manage Account to open the Merchant Service Center. You can also directly sign in to the Merchant Center.
  3. Click  Activity Reports, then select Transactions or Deposits.

 

I'd also like to share a couple more articles to add more guidance and references:

 

 

As always, you can reach out to us again or reply to me if you need anything else. We're always here to help with any QuickBooks-related inquiries.

kdvc
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Hi, I just followed all the steps, but the deposit doesn't appear in the report of the merchant account; any ideas on why?

Jen_D
Moderator

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Thanks for reaching out to us, @kdvc.

 

I want to make sure you're able to find your deposits in the Merchant Service Center. Before anything else, may I know where you processed this deposit? Is it within QuickBooks or in MSC? Any info will help me out check on this concern.

 

In the meantime, make sure the report date is correct, at it coincides when the batch was processed. There are also advanced options for you to filter your entries. See this:

 

Please let me know the result of your search. I'll be right here for the additional details or if you have other concerns with merchant deposits.

elysianyc
Level 2

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

I have soooo many issues with QB and want to switch. Do you like Invoice Ninja or is there another program you have used that you would recommend.

 

rilliam2600
Level 1

My bank statement shows a deposit Intuit pymt soln des; deposit how do I know what client this is for

Switched to Invoice Ninja hosted. There are some cosmetic issues that I didn't really care about. Other than that it works for me and I'm not feeling EXTORTED anymore by intuit.

 

Good luck getting your data out of Quickbooks Online (QBO), the export tool has been broken for YEARS and intuit refuses to even acknowledge it (probably was intentional to keep EXTORTING PEOPLE).

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us